See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,737 | $59,097+6.2% | $82,389-23.9% | $74,304-15.6% |
| Participation rate | 36.8% | 52.8%-15.9pp | 69.5%-32.7pp | 60.3%-23.5pp |
| Annual return | 16.82% | 22.85%-6.0pp | 28.67%-11.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,042 | $1,601-34.9% | $2,517-58.6% | $2,241-53.5% |
| Participant deferral / active EE | $1,844 | $2,775-33.5% | $4,155-55.6% | $3,767-51.0% |
| Admin fee / account holder | $7,481 | $4,489+66.6% | $7,231+3.5% | $2,969+152.0% |